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Sponsor portfolioWelfare / HealthEIN 51-0368279

ABERDEEN STANDARD INVESTMENTS INC.

1900 MARKET STREET, SUITE 200 · PHILADELPHIA, PA 19103
2154055700
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$499K
No prior year
Persons covered
234
No prior year
Total participants
200
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$499K
ABERDEEN STANDARD INVESTMENTS INC. WELFARE BENEFIT PLAN
Mixed234 covered·8 carriers
Primary: PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$310K33.6%
Other$273K29.6%
Life$142K15.3%
Short-term disability$142K15.3%
Vision$56K6.0%
Health$1K0.2%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$168K33.8%15234
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$142K28.4%11209
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$61K12.3%112
VISION SERVICE PLAN
EIN 061227840
V
$56K11.1%11199
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$50K10.1%11209
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$20K4.0%1140
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
H
$1K0.3%110

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILPRUDENTIAL INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$0$30K$30K56.4%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJTRANSAMERICA LIFE INSURANCE COMPANY$20K$0$20K38.7%1
TOMPKINS INSURANCE AGENCIESBATAVIA, NYPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K4.4%1
TOMPKINS INSURANCE AGENCYBATAVIA, NYPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$220$0$2200.4%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$45$450.1%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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